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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-21
CA RA APPROVED 2025-01-24
  • TX RA
    APPROVED
    Since 2025-10-21
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

800 S Broadway Suite 207, Walnut Creek, CA 94596 • United States

44 Montgomery Street Suite 2950, San Francisco, CA 94104 • United States

1700 Soscol Avenue Suite 2, Napa, CA 94559 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Corp. Napa CA 01/2001 01/2025
Osaic Wealth, Inc. San Francisco CA 01/2025 Present
  • 01/2001 → 01/2025
    Lincoln Financial Advisors Corp.
    Napa, CA
  • 01/2025 → Present
    San Francisco, CA
Previous Registrations
  • 2001-02-21 → 2025-01-24
    Osaic Fa, Inc.
    San Francisco, CA
    Napa, CA
    Walnut Creek, CA
    San Ramon, CA
    Napa, CA
    San Ramon, CA
    Walnut Creek, CA
    Walnut Creek, CA
Other Businesses

1)PHILLIP CORDANO, 1700 SOSCOL AVE., SUITE 2, NAPA, CA CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER HEALTH, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE START DATE: 11/2001 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15 2) RAY CORDANO FAMILIA LP 669 BRICKYARD DR SACRAMENTO, CA 95831 CATEGORY: LEGAL ENTITY LLC INVESTMENT-RELATED: NO TITLE: LIMITED PARTNER DUTIES: RAY CORDANO FAMILIA LP (FAMILY LIMITED PARTNERSHIP TO OWN REAL ESTATE HOLDINGS - MR. CORDANO IS A PASSIVE MEMBER) START DATE: 01/01/2000 HOURS PER MONTH: 0 HOURS PER MONTH DURING TRADING HOURS: 0 3)PHILLIP CORDANO/FUSION WEALTH ADVISORS 1700 SOSCOL AVENUE SUITE 2, NAPA, CA CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER HEALTH, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE START DATE: 11/2001 HOURS PER MONTH: 15 HOURS PER MONTH DURING TRADING HOURS: 15

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-10
  • S66 Uniform Combined State Law Examination
    2000-11-10
Designations

View on SEC IAPD

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